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Conshohocken, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2004 | 10/2018 |
| Sage Financial Group | W. Conshohocken | PA | 10/2018 | 01/2025 |
| Overture Wealth Management Llc | Conshohocken | PA | 08/2024 | Present |
I am the owner of Overture Tax Preparation LLC. This is a not an investment-related business. The business is located at 426 W 5th Ave, Conshohocken, PA 19428. The business provides tax preparation services. I am the owner and tax preparer. Overture Tax Preparation LLC was formed on January 9, 2026. I anticipate working 8 hours per month in this business, including 5 hours per month during securities trading hours. As the sole owner and employee, my duties will include managing the business and providing tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-05 |
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